Create Cap Table Report on Eqvista

What is a Cap Table Report? A cap table report is a report that holds all the updated information of the company’s cap table with the total ownership of the company for each shareholder. This report has a list of all the shareholders, their ownership percentage, the kind of securities in the company, who owns
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Create a Vesting Plan

Step 1: Log into your account on Eqvista, select the company profile, and go to the company’s dashboard. On the dashboard, click on “Cap table” from the left-hand side panel on the dashboard. A drop-down menu will appear. Select the option “vesting and plans” from the drop-down menu. Once you do this, you will be
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How to View the Timeline

Here is a guide to help you understand how to view the timeline and use it on Eqvista. Step 1: Once you have logged into your account, selected your company, and reached the dashboard, click on “Cap Table” from the left side menu, and then on “Timeline” from the tiny drop-down menu to reach the
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Company Profile Overview

Step 1: Log into your Eqvista account and choose the company profile that you want to view. You would be directed to the dashboard as shown below. Here, you would see the option “Company” on the left side panel of the dashboard. Select this and a drop-down menu will appear. From the menu, select the
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Interested in issuing & managing shares?

If you want to start issuing and managing shares, Try out our Eqvista App, it is free and all online!